Web Dashboard
Getting Started
Mileage Tracking
- Picking a Commute Disallowance type
- How to Edit a Trip's Vehicle
- How to Change the Mileage Rate
- How To Switch Primary Vehicles on Your Profile
- How To Add a Vehicle's Starting Odometer
- How to Delete A Vehicle
Transactions
- How to Change an Expense Category
- How to Unlink a Card/Bank From Everlance
- How to Set Up Rules for Favorite Transactions
- How to Set Up Automatic Transactions
- How to View Receipts
- How to Use Filters to Search, Delete, and Classify Transactions
Partners
- Everlance for Caviar
- Help With DoorDash Promo (iPhone)
- Everlance for TaskRabbit
- Everlance for Doordash
- Everlance for Favor
- Everlance for Shipt
Account
- Edit Your Personal Account Information
- Reset Account Password
- Upgrade to Premium
- Moving Your Apple Subscription to Everlance Web Dashboard From Your PC
- Can I edit the name of a Purpose?
- Remove a Purpose
Mileage & Expense Reports
- How to Approve or Reject One-Off Reports
- How to Generate a Data Export
- Submit a Report on the Web Dashboard
- How to submit a Report from your web browser
- How to: Get the Total of Each Transaction Category (using Microsoft Excel)
- How to: Export Transactions by Category